2462 Acquisition Jobs - Page 40

We are looking for a highly skilled and experienced Relationship Manager to join our team in Siliguri. The ideal candidate will have 1 to 6 years of experience in sales, preferably in the commercial vehicle industry. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 1 year of experience in sales, preferably in the commercial vehicle industry. Strong knowledge of financial services, broking, and banking. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Familiarity with relationship management and customer acquisition strategies.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Ranchi. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 2 years of experience in sales, preferably in banking or financial services. Possess strong skills in relationship management, sales, and customer service. Demonstrate the ability to work effectively in a fast-paced environment and meet sales targets. Exhibit excellent communication and interpersonal skills. Strong analytical and problem-solving skills are required. Additional Info The company offers a dynamic and supportive work environment, with opportunities for professional growth and development.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Rourkela. The ideal candidate will have 1 to 6 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 1 year of experience in sales, preferably in banking or financial services. Possess strong skills in relationship management, customer acquisition, and business development. Demonstrate the ability to work effectively in a fast-paced environment and meet sales targets. Exhibit excellent communication and interpersonal skills. Strong analytical and problem-solving skills are required.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Pune. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Minimum 2 years of experience in wealth management, portfolio performance analysis, and financial planning. Possess strong knowledge of financial products, including Debt, Structures, Equities, MFs, Fund-based Real Estate, and other Investment products. Demonstrate excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and consistently meet sales targets. Strong analytical and problem-solving skills are needed to provide tailored solutions to clients.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Raipur. The ideal candidate will have 1 to 6 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Originate new-to-business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 1 year of experience in sales, preferably in banking or financial services. Possess strong skills in relationship management, commercial vehicle sales, and retail cross-selling. Demonstrate the ability to work effectively in a fast-paced environment and meet sales targets. Exhibit excellent communication and interpersonal skills. Strong analytical and problem-solving skills are required. For more information, please contact us at 6589090.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Delhi. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 2 years of experience in sales, preferably in banking or financial services. Possess strong skills in relationship management, sales, and customer acquisition. Demonstrate the ability to work effectively in a fast-paced environment and meet sales targets. Exhibit excellent communication and interpersonal skills. Strong analytical and problem-solving skills are required.

We are looking for a highly skilled and experienced Area Sales Manager to lead our sales team in Bengaluru. The ideal candidate will have 3 to 8 years of experience in sales management, preferably in the banking or financial services industry. Roles and Responsibility Provide leadership and direction to the sales team, setting clear sales targets and KPIs. Lead by example in acquiring new clients in the large corporate sector. Build and maintain strong relationships with existing clients, understanding their evolving needs. Ensure achievement of budgetary targets, including Net Interest Income (NII), Fee income, and Portfolio size. Manage and coach the sales team, including recruitment, training, and performance evaluations. Identify and develop new markets and segments within the large corporate sector to expand the business footprint. Job Minimum 3 years of experience in sales management. A graduate or postgraduate degree in any discipline is required. Possess strong skills in sales leadership, client acquisition, relationship management, business targets, team management, market penetration, cross-selling, lead generation, sales strategy, and compliance. Demonstrate the ability to drive sales growth and achieve business objectives. Exhibit excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Delhi. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 2 years of experience in sales, preferably in banking or financial services. Possess strong skills in relationship management, sales, and customer service. Demonstrate the ability to work in a fast-paced environment and meet sales targets. Exhibit excellent communication and interpersonal skills. Ability to cross-sell retail products and services is required. About Company TATA CAPITAL LIMITED is a leading player in the banking and financial services industry, offering a range of products and services to its clients.

We are looking for a highly skilled and experienced Senior Relationship Manager to join our team in Mumbai. The ideal candidate will have 2-7 years of experience in sales, relationship management, or a related field. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Acquire and manage a group of HNI clients, providing financial products to meet their needs. Deepen relationships by cross-selling to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Network and seek referrals to expand the client base and contribute to business growth targets. Assist in developing and implementing marketing plans for acquiring new corporate customers and formulate acquisition initiatives. Acquire new accounts from groups and collaborate with internal teams including research, investment, and compliance to deliver accurate and compliant investment solutions to clients. Job Minimum 2 years of experience in sales, relationship management, or a related field. Strong knowledge of financial products, including Debt products, Structures, Equities, MFs, and Fund-based Real Estate products. Excellent communication and interpersonal skills are required to build strong relationships with clients and internal teams. Ability to stay up-to-date with industry trends, economic developments, and regulatory changes impacting clients'' financial positions. Strong analytical and problem-solving skills are necessary to provide tailored investment solutions. Experience in managing and growing a portfolio of high net worth exclusive clients is preferred. A graduate degree is required; an MBA/PGDM is preferred. About Company TATA CAPITAL LIMITED is a leading player in the banking and financial services industry, offering a range of investment products and services to its clients.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 1 to 6 years of experience in sales, leasing, or business development. Roles and Responsibility Originate new-to-business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries to engage and retain customers. Identify new segments and set up new trade verticals for prospective business opportunities at different locations/regions. Job Post Graduate or Graduate in any discipline. Minimum 1 year of experience in sales, leasing, or business development. Possess strong skills in relationship management, sales, and customer service. Demonstrate the ability to work in a fast-paced environment and meet sales targets. Exhibit excellent communication and interpersonal skills. Have knowledge of financial services, broking, and banking operations.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Delhi. The ideal candidate will have 2-7 years of experience in sales, preferably in the commercial vehicle industry. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 2 years of experience in sales, preferably in the commercial vehicle industry. Possess strong skills in relationship management, sales, and customer service. Demonstrate the ability to work in a fast-paced environment and meet sales targets. Exhibit excellent communication and interpersonal skills. Ability to cross-sell other retail products is required.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Pune. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the commercial vehicle industry. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 2 years of experience in sales, preferably in the commercial vehicle industry. Possess strong skills in relationship management, sales, and customer service. Demonstrate the ability to work in a fast-paced environment and meet sales targets. Exhibit excellent communication and interpersonal skills. Strong analytical and problem-solving skills are required. Additional Info The company offers a dynamic and supportive work environment, with opportunities for growth and development.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Delhi. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 2 years of experience in sales, preferably in banking or financial services. Possess strong skills in relationship management, sales, and customer service. Demonstrate the ability to work in a fast-paced environment and meet sales targets. Exhibit excellent communication and interpersonal skills. Have knowledge of various working capital facilities and financial products. About Company TATA CAPITAL LIMITED is a leading player in the banking and financial services industry, offering a range of financial products and services to its clients. We are committed to providing exceptional customer service and building long-term relationships with our customers.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Ahmedabad. The ideal candidate will have 2 to 7 years of experience in sales, leasing, or business development. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 2 years of experience in sales, leasing, or business development. Possess strong skills in relationship management, sales, and customer service. Demonstrate the ability to work in a fast-paced environment and meet targets. Exhibit excellent communication and interpersonal skills. Have knowledge of financial products and services, including banking and financial services. Additional Info The company offers a dynamic and supportive work environment, with opportunities for growth and development.

We are looking for a highly skilled and experienced Relationship Executive to join our team in Delhi. The ideal candidate will have 2-5 years of experience in sales support, leasing, or a related field. Roles and Responsibility Develop and maintain strong client relationships to drive business growth. Manage the direct sales team to meet and exceed expectations. Acquire new customers and expand existing customer base through effective sales strategies. Collaborate with cross-functional teams to achieve business objectives. Analyze market trends and competitor activity to identify opportunities. Provide excellent customer service to ensure high levels of customer satisfaction. Job Post Graduate or Graduate in any discipline. Minimum 2 years of experience in sales support, leasing, or a related field. Strong communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Excellent problem-solving and analytical skills. Experience in managing and developing client relationships. Responsible for P&L and portfolio growth of the business for the region. Interest income - cost of fund (as of month of measurement). Fee income charged upfront and through syndication, down selling, cross sell, and insurance. Total value of outstanding loans - auto & non-auto. Health of portfolio - provisioning for customer, overdue control, customer connect. Customer acquisition - number of new customers added, number of products per customer. Customer satisfaction score. Corporate tie-ups - book, NII, FEE in new corporate tie-ups entered through Large, Mid, and Govt. Business. Documentation & audit - PDD outstanding%, TAT. Additional Info The selected candidate will be working at Videocon Towers-M1-M3.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Jodhpur. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 2 years of experience in sales, preferably in banking or financial services. Strong communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Knowledge of financial products and services, including working capital facilities. Experience in managing customer relationships and addressing service and sales queries.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Ahmedabad. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the commercial vehicle industry. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 2 years of experience in sales, preferably in the commercial vehicle industry. Possess strong knowledge of banking and financial services. Demonstrate excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets is essential. Strong analytical and problem-solving skills are required.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Ahmedabad. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 2 years of experience in sales, preferably in banking or financial services. Possess strong skills in relationship management, sales, and customer service. Demonstrate the ability to work in a fast-paced environment and meet sales targets. Exhibit excellent communication and interpersonal skills. Strong analytical and problem-solving skills are required.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Varanasi. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 2 years of experience in sales, preferably in banking or financial services. Possess strong skills in relationship management, sales, and customer service. Demonstrate the ability to work effectively in a fast-paced environment and meet sales targets. Exhibit excellent communication and interpersonal skills. Strong analytical and problem-solving skills are required. Additional Info For more information, please contact us at 6588787.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Pune. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 2 years of experience in sales, preferably in banking or financial services. Possess strong knowledge of sales principles and practices. Demonstrate excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets is essential. Strong analytical and problem-solving skills are required.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Hyderabad. The ideal candidate will have 2-7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI / NISM certification is preferred. Proven experience in business development, portfolio performance analysis, and financial planning. Strong knowledge of wealth management, financial analyst, and portfolio management. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Salem. The ideal candidate will have 1 to 6 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Originate new-to-business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 1 year of experience in sales, preferably in banking or financial services. Strong knowledge of financial products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Experience in managing customer relationships and addressing service and sales queries.

We are looking for a highly skilled and experienced Government Relationship Manager to join our team in Lucknow. The ideal candidate will have 2-7 years of experience driving AUM growth for Tata Capital and Tata Pension Fund by acquiring existing NPS subscribers from Central and State Government sectors. Roles and Responsibility Identify and engage with Central and State Government departments to promote Tata PFMs value proposition. Conduct on-ground awareness sessions, helpdesks, and educational seminars to facilitate informed decision-making. Drive physical and digital form collection, documentation, and back-end coordination for smooth PFM transition. Build and nurture strong working relationships with key officials across government departments. Ensure all subscriber acquisition and switching activities comply with PFRDA guidelines and internal policies. Provide periodic reports to regional leadership and central teams on performance, challenges, and opportunities. Job Minimum 2 years of experience in sales or relationship management, preferably in the financial services industry. Strong understanding of banking and financial services, including broking and investment products. Excellent communication and interpersonal skills, with the ability to build strong relationships with government officials and employees. Ability to work independently and as part of a team, with a focus on achieving sales targets and driving business growth. Strong analytical and problem-solving skills, with attention to detail and the ability to meet deadlines. Proficiency in Microsoft Office and other software applications, with excellent organizational and time management skills. A graduate degree is required; an MBA/PGDM is preferred but not mandatory. Additional Info The selected candidate will be responsible for promoting Tata Capital and Tata PFM''s performance, investment philosophy, and service advantages to drive voluntary PFM switches.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Ahmedabad. The ideal candidate will have 2 to 7 years of experience in sales, leasing, or business development. Roles and Responsibility Originate new business prospects through direct sourcing and open market channels. Acquire customers and manage their proposals up to disbursement. Meet existing customers to generate business opportunities and revenue. Cater to businesses with various working capital facilities such as overdraft, cash credit, dealer finance, vendor finance, letter of credit, bank guarantee, term loan, etc. Manage customer relationships and address service and sales queries. Identify new segments and set up new trade verticals for prospective business opportunities. Job Post Graduate or Graduate in any discipline. Minimum 2 years of experience in sales, leasing, or business development. Possess strong skills in relationship management, sales, and customer service. Demonstrate the ability to work in a fast-paced environment and meet targets. Exhibit excellent communication and interpersonal skills. Have knowledge of financial services and banking products.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Nagpur. The ideal candidate will have 11 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients. Enhance customer profitability by capturing a larger share of the wallet and ensure portfolio profitability by generating high income per customer. Acquire new customers who meet product criteria through cross-referencing and profiling customers to provide tailored financial solutions. Job MBA/PGDBA/PGPM or equivalent degree with AMFI/NISM certification and IRDA certification. Minimum 11 years of experience in wealth management, portfolio performance analysis, and financial planning. Possess strong knowledge of business development, portfolio management, and financial analysis. Demonstrate excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and consistently meet sales targets is essential. Strong analytical and problem-solving skills are needed to provide expert financial advice.